Q&A with the Pennsylvania Department of Revenue

What steps are the Department of Revenue taking to deal with its new computer system and the fact that it misallocates tax payments of tax overpayments?

Sep 25, 2014

Q:

What steps are the Department of Revenue taking to deal with its new computer system and the fact that it misallocates tax payments of tax overpayments? I am aware of two circumstances where tax payment or overpayment was allocated against a tax owing from a previous year that is subject to appeal rather than allocate the payment to a current tax liability based on the desire of the taxpayer.

A:

If the offset paid a prior liability before paying a current liability, corporation taxes will need to review the specific account(s) in question. A tax payment or overpayment should pay current tax liability first.

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These documents provide a summary of the answers provided by the Department of Revenue to the PICPA Committee on State Taxation at its annual question and answer session. These documents are classified as revenue information issued for informational purposes only for the convenience of PICPA members. Pursuant to 61 Pa. Code Section 3.4, these documents should not be relied upon for any purpose or used in tax appeals. Taxpayers requiring a binding opinion on their specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.